Snap a receipt. Done in a second.
On-device OCR pulls the vendor, date, and total off your receipt. 14 built-in categories. Mileage, tax-deductible flags, reimbursables — tax time stops being a shoebox.
- On-device OCR — no internet required
- Auto-generated customer receipts
Receipt scanning
Snap. OCR fills it. Save.
Point your camera at a receipt. On-device OCR pulls the vendor, date, and total — no internet required, zero API cost. Tap to confirm and it's logged. When a receipt is too faded or crumpled to read, our AI fallback steps in and reads the rest. Either way, the raw image saves with the expense so you have the proof if the CPA asks.
- On-device OCR via ML Kit — works with no signal
- AI-powered fallback for tough receipts (AI vision fallback)
- Vendor, date, and amount auto-filled
- Raw receipt photo saved with every expense
- Zero extra cost — the scanning is free
14 built-in categories
Categorized the way trades actually think.
Materials, Labor, Vehicle and Mileage, Equipment, Tools, Subcontractor, Office, Software, Insurance, Permits, Travel, Meals, Marketing, Other. Every category ships with its own icon and color so you can spot patterns at a glance. Add your own custom categories for anything specific to your trade.
- 14 pre-built categories for trades work
- Custom categories with your own icon and color
- Every expense tagged with vendor, date, amount, and notes
- Search across all expense fields
- Filter and sort by category, date, or tax status
Mileage tracking
Log miles and rate on any expense.
Add a mileage and rate to any expense and it feeds straight into your tax summary report as a deduction. No separate mileage app. No copying numbers. Your truck is a deduction engine and the app keeps the paperwork clean.
- Log miles + rate per expense
- Mileage rolls into your tax summary report
- Flexible — use the IRS standard rate or your own
- Great for Vehicle + Mileage category
Reimbursables + tax flags
Mark it once. Bill it back or deduct it.
Flag any expense as reimbursable and it shows up on the right customer's next invoice. Flag it tax-deductible and it rolls into your tax summary automatically. Link an expense to a specific invoice to track true job margin. Your CPA gets a clean dataset. You get more of your money.
- Reimbursable flag — bill it back to the customer
- Tax-deductible flag — rolls into the tax summary report
- Link an expense to a specific invoice for job-level margin
- Reimbursables appear on the next invoice automatically
Auto-generated customer receipts
Every payment gets a receipt. Every time.
As soon as a payment lands — card, Apple Pay, PayPal, ACH, cash, check — the app auto-creates a receipt with its own number and sends it to the customer. Receipts have their own public URL for clean sharing, and you see a green 'Viewed' badge the moment the customer opens it.
- Auto-numbered receipts on every payment, online or offline
- Receipts emailed to the customer automatically
- Manual receipts for standalone cash or check payments
- Public receipt URL — shareable, no login
- Green "Viewed" badge when the customer opens it
- Resend receipt by email or text from the Transactions tab
Credit notes
Refunds and corrections done right.
Need to credit a customer for an overbill or a partial refund? Issue a credit note against the invoice with line items, reasons, and auto-numbering — so your books stay clean and your customer sees exactly what happened.
- Credit notes with line items and reasons
- Auto-numbered, per business
- Apply credits against any invoice
- Refunds handled from the transaction view
Expenses FAQ
Common questions on expenses and receipts.
Does receipt scanning work without internet?
Yes. The OCR runs on-device via ML Kit — no signal required. If a receipt is too faded for the on-device parser, you can use the AI fallback when you're back on Wi-Fi.
Can I bill an expense back to a customer?
Yes. Flag the expense as reimbursable and it lands on that customer's next invoice automatically.
How does mileage tracking work?
Add miles and a rate to any expense — typically under the Vehicle/Mileage category. The mileage rolls into your tax summary report as a deduction.
Does the app generate receipts for my customers?
Yes. Every time a payment lands — online or offline — the app auto-creates a numbered receipt and emails it to the customer. You can also resend receipts by email or text from the Transactions tab.
What expense categories are included?
Materials, Labor, Vehicle/Mileage, Equipment, Tools, Subcontractor, Office, Software, Insurance, Permits, Travel, Meals, Marketing, and Other. You can add custom categories with your own icon and color.
Can I link an expense to a specific invoice?
Yes. Attach an expense to the invoice it belongs to — the link is stored on the expense so you can pull up everything that hit that job later.